Microsoft Dynamics 365 for Marketing

Learning Path 1: Configure Dynamics 365 Customer Insights – Journeys

• Set up and manage Dynamics 365 Customer Insights - Journeys
• Configure marketing settings
• Domain authentication, email best practices, and GDPR
• Manage assets and content settings

Learning Path 2: Manage customers in Dynamics 365 Customer Insights – Journeys

• Manage accounts and contacts
• Create and manage leads

Learning Path 3: Manage forms

• Manage forms
• Manage marketing pages

Learning Path 4: Manage segments and consent

• Create and manage segments
• Create and manage subscription centers and consent

• Create marketing emails in outbound marketing
• Create outbound customer journeys
• Manage website visits, redirect URLs, and social postings

Learning Path 6: Manage emails and journeys in real-time marketing

• Create emails in real-time marketing
• Create text messages and push notifications in real-time marketing
• Create real-time journeys

Learning Path 7: Manage events

• Create an on-site event
• Create a webinar event
• Promote and manage events
• Advanced event management features

Learning Path 8: Create surveys with Dynamics 365 Customer Voice

• Create a survey project
• Create surveys with Dynamics 365 Customer Voice
• Send Dynamics 365 Customer Voice surveys

Learning Path 9: Analyze insights with Dynamics 365 Customer Insights – Journeys

• Evaluate marketing initiatives with analytics
• Interpret analytics in real-time marketing
• Review the marketing calendar

Skills gained

Before attending this course, students must have:

• An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies, and procedures